Analog Devices: Why This Chip Stock is Suddenly Outperforming the Sector Thanks to Physical AI

Analog Devices (ADI) shows relative strength compared to many semiconductor stocks and is currently 5% away from its 52-week high. The company is evolving from an analog cyclical player to a beneficiary of multiple AI trends, while its industrial business is rebounding. AI Data Centers and Industry Drive The data center business is achieving around $2 billion in annualized revenue and is currently growing at approximately 100%. ADI benefits from power management, optical data transmission, and its "Grid-to-Chip" positioning from the grid directly...